Jack W. Morefield

Investment Operations Specialist

Jack W. Morefield

Investment Operations Specialist

Jack Morefield serves as an Investment Operations Specialist for Ropes Wealth. In this role, Jack processes all types of client account transactions, and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading sytems. He also provides support to the Portfolio Managers by administering investment-related technology. Working with the Portfolio Trading Senior Officer, Jack coordinates and monitors the trading and timely settlement of the transactions of separate account managers and external investment advisers that Ropes Wealth or its clients have engaged.

Prior to Ropes Wealth, Jack was a Portfolio Trader with Ropes & Gray since 2001, and provided notable leadership in software solutions and technology.

Jack resides in Newton with his wife and two sons, and is an accomplished painter and musician.

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